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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,740 | $106,864+11.1% | $147,318-19.4% | $82,637+43.7% |
| Participation rate | 60.8% | 75.5%-14.7pp | 82.1%-21.3pp | 68.1%-7.3pp |
| Annual return | 16.27% | 27.49%-11.2pp | 70.43%-54.2pp | 53.51%-37.2pp |
| Employer contribution / active EE | $1,771 | $3,417-48.2% | $4,593-61.4% | $2,552-30.6% |
| Participant deferral / active EE | $3,527 | $6,496-45.7% | $7,906-55.4% | $4,126-14.5% |
| Admin fee / account holder | $1,709 | $8,415-79.7% | $13,708-87.5% | $7,339-76.7% |